WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 124 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $850,472 | -3.5% | 19,655 | -0.1% | 0.78% | +2.6% |
| Q2 2023 | $881,189 | +3.2% | 19,665 | -0.5% | 0.76% | +7.3% |
| Q1 2023 | $854,243 | -2.2% | 19,765 | -3.7% | 0.71% | -0.7% |
| Q4 2022 | $873,734 | +8.8% | 20,515 | 0.0% | 0.72% | +26.2% |
| Q3 2022 | $803,000 | -10.1% | 20,515 | -5.6% | 0.57% | -40.0% |
| Q2 2022 | $893,000 | -14.2% | 21,725 | 0.0% | 0.95% | +66.8% |
| Q1 2022 | $1,041,000 | -6.6% | 21,725 | +0.2% | 0.57% | -3.6% |
| Q4 2021 | $1,114,000 | +5.1% | 21,690 | -1.1% | 0.59% | -0.7% |
| Q3 2021 | $1,060,000 | -2.1% | 21,935 | 0.0% | 0.59% | -0.7% |
| Q2 2021 | $1,083,000 | +4.0% | 21,935 | -0.2% | 0.60% | -2.0% |
| Q1 2021 | $1,041,000 | +15.5% | 21,985 | -5.1% | 0.61% | +8.2% |
| Q4 2020 | $901,000 | -8.2% | 23,155 | -29.5% | 0.56% | -19.6% |
| Q3 2020 | $981,000 | +3.6% | 32,843 | -1.7% | 0.70% | -9.6% |
| Q2 2020 | $947,000 | -9.0% | 33,403 | -28.4% | 0.77% | -29.3% |
| Q1 2020 | $1,041,000 | -50.0% | 46,659 | -13.9% | 1.09% | -37.1% |
| Q4 2019 | $2,083,000 | – | 54,175 | – | 1.74% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 273,506 | $11,834,584 | 8.57% |
| Kathleen S. Wright Associates Inc. | 160,776 | $6,955,685 | 3.89% |
| 3D/L Capital Management, LLC | 201,526 | $8,720,035 | 2.83% |
| HERBST GROUP, LLC | 42,394 | $1,834,388 | 1.31% |
| INVENIO WEALTH PARTNERS LLC | 28,983 | $1,254,094 | 1.14% |
| Forefront Analytics, LLC | 33,175 | $1,435,485 | 0.81% |
| HOWARD WEALTH MANAGEMENT, LLC | 19,655 | $850,472 | 0.78% |
| 9258 Wealth Management, LLC | 86,647 | $3,749,216 | 0.73% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 57,638 | $2,494 | 0.62% |
| Linscomb & Williams, Inc. | 241,714 | $10,458,970 | 0.61% |